FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$190K 0.14%
2,663
-283
52
$186K 0.14%
2,220
53
$186K 0.14%
1,430
-150
54
$179K 0.14%
950
55
$177K 0.13%
2,787
56
$172K 0.13%
1,834
+11
57
$161K 0.12%
3,500
58
$156K 0.12%
1,685
59
$150K 0.11%
465
+90
60
$143K 0.11%
700
61
$138K 0.1%
1,077
62
$137K 0.1%
4,000
63
$134K 0.1%
450
64
$124K 0.09%
2,300
-200
65
$123K 0.09%
1,450
66
$121K 0.09%
7,795
67
$120K 0.09%
722
+4
68
$118K 0.09%
400
69
$118K 0.09%
1,070
70
$116K 0.09%
3,290
-300
71
$116K 0.09%
4,000
72
$114K 0.09%
771
73
$99K 0.07%
4,000
74
$88K 0.07%
2,222
75
$88K 0.07%
1,730
1 2
3
4 5